Navigating the Evolving Landscape of Private Market Investing

In a compelling fireside chat, Ilya Zlotnik of Vivaldi Capital Management and Michael Grayson of First Trust Capital Management dive into the dynamics of private market investing, offering valuable insights into co-investments, secondaries, and the shifting landscape of alternative investments.

Understanding Co-Investments and Secondaries

  • Co-Investments Explained: Gain clarity on the concept of co-investments, with an emphasis on their advantage in fee savings and deal quality, underlining the importance of alignment with fund managers and avoiding adverse deal selection bias.
  • Navigating Secondaries: Explore secondary investments, highlighting their potential in acquiring mature, fundamentally strong businesses at a discount.

The Changing Face of Alternative Investments

  • Evolving Strategies: Learn more about how the private market space has grown over the past decade, becoming more accessible but also more competitive.

Key Takeaways:

  • The value of co-investments lies in fee savings and high-quality deal access.
  • Secondary investments offer opportunities to purchase mature businesses at reduced prices.
  • The private market landscape is evolving, demanding strategic navigation and careful opportunity assessment.
This conversation is a must-see for those interested in the nuances and opportunities of private market investing.
Vivaldi is an affiliate of First Trust Capital Management L.P.  Refer to Vivaldi’s Form ADV Brochure or Investment Management Agreement for additional information regarding potential conflicts of interest and details of the relationship between the affiliates.

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